Disc Medicine
IRON
152 hedge funds and large institutions have $1.68B invested in Disc Medicine in 2024 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 50 increasing their positions, 44 reducing their positions, and 15 closing their positions.
147% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 15
65% more call options, than puts
Call options by funds: $3.7M | Put options by funds: $2.24M
25% more capital invested
Capital invested by funds: $1.35B → $1.68B (+$337M)
15% more funds holding
Funds holding: 132 → 152 (+20)
14% more funds holding in top 10
Funds holding in top 10: 7 → 8 (+1)
14% more repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 44
2.83% less ownership
Funds ownership: 92.14% → 89.3% (-2.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$84.4M |
| 2 |
Janus Henderson Group
London,
United Kingdom
|
+$27.1M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$15.2M |
| 4 |
AC
Armistice Capital
New York
|
+$11.3M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$10.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCLSI
Bain Capital Life Sciences Investors
Boston,
Massachusetts
|
-$47M |
| 2 |
Point72 Asset Management
Stamford,
Connecticut
|
-$42.9M |
| 3 |
LGM
Logos Global Management
San Francisco,
California
|
-$42.5M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$25.7M |
| 5 |
DM
Deerfield Management
New York
|
-$24.5M |
IRON Hedge Fund Activity: Q4 2024 in Review
152 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Disc Medicine (IRON) for Q4 2024, worth a combined $1.68B — up 25% from $1.35B a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new IRON positions and 15 closed out — a net gain of 22 holders — while 50 added to existing stakes and 44 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $84.4M. The largest seller was Bain Capital Life Sciences Investors, cutting an estimated $47M.
- 152 institutional investors held Disc Medicine (IRON) as of Q4 2024, up from 132 in Q3 2024.
- Funds reported $1.68B of Disc Medicine stock for Q4 2024, up 25% quarter-over-quarter.
- 37 funds opened new Disc Medicine positions in Q4 2024 and 15 closed out, a net change of +22 holders.
- The largest Disc Medicine buyer in Q4 2024 was Fidelity Investments, an estimated $84.4M added.
- The largest Disc Medicine seller in Q4 2024 was Bain Capital Life Sciences Investors, an estimated $47M sold.
Based on aggregated 13F filings for Q4 2024.